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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
3626
Riverstone Advisors
Texas
$377K +$541 +3 +0.2%
JTWM
3627
Jackson Thornton Wealth Management
Alabama
$377K -$361 -2 -0.1%
WCM
3628
Wallace Capital Management
Texas
$377K +$72.5K +402 +27%
FSCM
3629
Front Street Capital Management
Montana
$376K -$2.89K -16 -0.8%
RFP
3630
Roth Financial Partners
Texas
$376K +$1.62K +9 +0.5%
KNFPWM
3631
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$375K +$121K +669 +56%
AWM
3632
Adams Wealth Management
Utah
$374K – – –
TSS
3633
Two Sigma Securities
New York
$374K -$1.73M -9,599 -84%
DWP
3634
Destiny Wealth Partners
Florida
$373K -$61.7K -342 -16%
AM
3635
Atwater Malick
Pennsylvania
$373K +$6.86K +38 +2%
LGWM
3636
Litman Gregory Wealth Management
California
$372K +$335K +1,856 New
DC
3637
Defender Capital
North Carolina
$370K – – –
MWM
3638
MBE Wealth Management
Wisconsin
$370K +$31.9K +177 +11%
SC
3639
Schiavi & Co
Delaware
$370K – – –
WFA
3640
Websterrogers Financial Advisors
South Carolina
$370K -$52.3K -290 -14%
HWM
3641
HFR Wealth Management
New York
$370K – – –
SHWM
3642
Smith & Howard Wealth Management
Georgia
$368K -$7.22K -40 -2%
APW
3643
Axim Planning & Wealth
Ohio
$367K -$329K -1,824 -50%
SSW
3644
Smith Shellnut Wilson
Mississippi
$367K – – –
CCM
3645
Chickasaw Capital Management
Tennessee
$366K +$45.3K +251 +16%
FZCM
3646
Flynn Zito Capital Management
New York
$365K +$2.35K +13 +0.7%
CAM
3647
Crestone Asset Management
Colorado
$365K -$13.9K -77 -4%
SWMG
3648
Sanchez Wealth Management Group
Florida
$365K +$180 +1 +0.1%
OWMIAS
3649
One Wealth Management Investment & Advisory Services
Florida
$364K +$7.76K +43 +2%
AAM
3650
Ameraudi Asset Management
New York
$364K – – –
144 145
146
147 148